Preparing Client Review Meetings
Building client/advisor relationships through outstanding preparation
What you will learn
Why these meetings are so important, what information is required and how to assemble it for maximum efficiency
-
-
Preparing Client Review Meetings
-
Preparing Client Review Meetings
- $49.99
Expand Your Skills
Explore Other Programs
-
Financial Advisory Client Service Certificate℠
Course • 44 lessonsCrafted to equip participants with the technical knowledge and service skills needed to thrive in this critical wealth management position. 4 Sections: Foundational Courses, Common Service Tasks, Client Service Skills and Investments & Insurance
Purchase$349
-
Intern Training Program
Bundle • 11 learning productsLessons covering the foundational concepts of wealth management
$199